Independent research on the U.S. markets, Baptista Research

Baptista Research

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. 

We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Siteone Landscape Supply / Equity Bottom-Up

<ul><li>SiteOne Landscape Supply has entered 2026 with improving momentum, a stronger cost structure, a healthy acquisition pipeline, and renewed confidence in margin expansion after a solid 2025.</li><li>On its latest earnings call, management pointed to 4% full-year net sales growth, 1% organic daily sales growth, 10% adjusted EBITDA growth, and expectations for a more typical acquisition year ahead after a relatively light 2025 for acquired revenue.</li><li>Against that backdrop, the completed acquisition of Reinders stands out as more than just another tuck-in deal.</li></ul>

SiteOne Landscape Supply has entered 2026 with improving momentum, a stronger cost structure, a healthy acquisition pipeline, and renewed confidence in margin expansion after a solid 2025.On its latest earnings call, management pointed to 4% full-year net sales growth, 1% organic daily sales growth, 10% adjusted EBITDA growth, and expectations for a more typical acquisition year ahead after a relatively light 2025 for acquired revenue.Against that backdrop, the completed acquisition of Reinders stands out as more than just another tuck-in deal.

SiteOne LandscapeのReindersとの契約は、同社の中西部における事業拡大を静かに加速させる可能性がある！